SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 311 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $192,066 | +4.7% | 4,039 | +8.5% | 0.01% | +11.1% |
| Q2 2023 | $183,395 | -52.2% | 3,721 | -50.6% | 0.01% | -55.0% |
| Q1 2023 | $383,605 | -81.2% | 7,535 | -81.8% | 0.02% | -85.7% |
| Q4 2022 | $2,037,837 | -0.5% | 41,394 | -1.6% | 0.14% | -9.7% |
| Q3 2022 | $2,048,000 | +1077.0% | 42,062 | +1148.1% | 0.16% | +1007.1% |
| Q2 2022 | $174,000 | +1.8% | 3,370 | +3.1% | 0.01% | +7.7% |
| Q1 2022 | $171,000 | -23.7% | 3,270 | -17.3% | 0.01% | -40.9% |
| Q3 2021 | $224,000 | +5.2% | 3,952 | +5.5% | 0.02% | 0.0% |
| Q2 2021 | $213,000 | +0.9% | 3,746 | +0.2% | 0.02% | -12.0% |
| Q1 2021 | $211,000 | +27.1% | 3,739 | +31.1% | 0.02% | +19.0% |
| Q4 2020 | $166,000 | +118.4% | 2,851 | +119.3% | 0.02% | +90.9% |
| Q3 2020 | $76,000 | +1.3% | 1,300 | +1.6% | 0.01% | -8.3% |
| Q2 2020 | $75,000 | +837.5% | 1,280 | +869.7% | 0.01% | +500.0% |
| Q1 2020 | $8,000 | – | 132 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| INSIGHT 2811, INC. | 807,846 | $47,033,000 | 27.69% |
| HC Advisors, LLC | 361,486 | $21,046,000 | 14.39% |
| WNY Asset Management, LLC | 449,186 | $26,151,000 | 13.22% |
| Your Advocates Ltd., LLP | 290,480 | $16,912,000 | 12.44% |
| ASSET PLANNING CORPORATION | 154,794 | $9,012,000 | 8.94% |
| BerganKDV Wealth Management, LLC | 878,389 | $51,140,000 | 7.19% |
| Clear Perspectives Financial Planning, LLC | 155,878 | $9,075,000 | 5.75% |
| HARVEST GROUP WEALTH MANAGEMENT, LLC | 158,901 | $9,251,000 | 5.52% |
| STERLING INVESTMENT MANAGEMENT, LLC | 115,933 | $6,750,000 | 4.79% |
| Beacon Wealthcare, Inc | 117,758 | $6,856,000 | 3.99% |